Certified Advisory Corp

13F Portfolio Filings

Latest 13F report
Q2 2024 - Aug 13, 2024
Value $
$797M
Signature - Title
Sarah Sutton - Compliance Consultant
Location
1111 Douglas Avenue, Altamonte Springs, FL
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 288 $797M +$95.6M -$14.5M +$81.1M VUG, COWZ, QQQ, VTV, IVV 13F-HR 8/13/2024, 01:56 PM
Q1 2024 266 $717M +$83.1M -$58.7M +$24.3M VUG, COWZ, VTV, QQQ, IVV 13F-HR 5/10/2024, 03:00 PM
Q4 2023 264 $659M +$87.1M -$26.9M +$60.2M VUG, VTV, COWZ, QQQ, IVV 13F-HR 2/9/2024, 12:54 PM
Q3 2023 284 $503M +$57.3M -$28.7M +$28.6M VUG, VTV, SCHD, COWZ, QQQ 13F-HR 11/13/2023, 05:19 PM
Q2 2023 258 $544M +$38.8M -$79.6M -$40.9M VUG, VTV, IAGG, SCHD, COWZ 13F-HR 8/14/2023, 12:52 PM
Q1 2023 274 $563M +$60.2M -$24.5M +$35.7M VUG, IAGG, VTV, SCHD, IVV Restatement 5/17/2023, 03:06 PM
Q4 2022 232 $506M +$57.9M -$21.4M +$36.4M IAGG, VTV, VUG, SCHD, IVV 13F-HR 2/14/2023, 05:32 PM
Q3 2022 213 $436M +$56.1M -$37.3M +$18.8M IAGG, VUG, VTV, SCHD, IVV 13F-HR 11/14/2022, 04:01 PM
Q2 2022 235 $448M +$66.9M -$24.5M +$42.4M IAGG, VUG, VTV, SCHD, IVV 13F-HR 8/15/2022, 10:59 AM
Q1 2022 247 $471M +$64.9M -$28.3M +$36.6M IAGG, IVV, VUG, AAPL, VTV 13F-HR 5/13/2022, 05:29 PM
Q4 2021 218 $453M +$30.4M -$16.5M +$13.9M IAGG, IVV, AAPL, VUG, VTV 13F-HR 2/14/2022, 11:22 AM
Q3 2021 245 $412M +$33.9M -$12.7M +$21.2M IAGG, IVV, VUG, VTV, AAPL 13F-HR 11/15/2021, 11:10 AM
Q2 2021 208 $396M +$26.4M -$32.7M -$6.25M IAGG, IVV, VUG, VTV, AAPL 13F-HR 8/16/2021, 11:45 AM
Q1 2021 760 $384M $0 $0 IAGG, IVV, VUG, RSPS, AAPL 13F-HR 5/10/2021, 03:34 PM
Q2 2020 733 $300M +$38.8M -$29.2M +$9.55M IAGG, USMV, IVV, RSPS, VUG 13F-HR 7/27/2020, 04:42 PM
Q1 2020 733 $251M +$18.2M -$14.1M +$4.12M IAGG, RSPS, IVV, USMV, VUG 13F-HR 4/27/2020, 03:09 PM
Q4 2019 770 $312M +$19.1M -$10.1M +$9.06M IAGG, RSPS, IJR, IVV, VAW 13F-HR 1/29/2020, 01:27 PM
Q3 2019 767 $287M +$23.4M -$8.19M +$15.2M IAGG, RSPS, IJR, IVV, DON 13F-HR 11/12/2019, 09:53 AM
Q2 2019 771 $267M +$31.2M -$7.44M +$23.8M IAGG, RSPS, IJR, IJH, DON 13F-HR 8/7/2019, 05:06 PM
Q1 2019 737 $238M +$28.7M -$7M +$21.7M IAGG, RSPS, IJR, IVV, DON 13F-HR 5/7/2019, 12:55 PM
Q4 2018 746 $193M +$14.7M -$7.87M +$6.82M RSPS, IJR, IVV, DON, VTV 13F-HR 2/4/2019, 03:11 PM
Q3 2018 776 $216M +$31.4M -$6.06M +$25.4M RSPS, IJR, IVV, DON, IJH 13F-HR 11/13/2018, 01:48 PM
Q2 2018 767 $178M +$13.2M -$6.34M +$6.87M IJR, IVV, IJH, VGT, VTV 13F-HR 8/13/2018, 07:56 PM
Q1 2018 758 $169M +$50.6M -$18.7M +$31.9M IJR, IVV, VGT, IJH, AAPL 13F-HR 4/30/2018, 04:47 PM
Q4 2017 718 $133M $0 $0 RHS, VNQ, IVV, IJR, RSP 13F-HR 2/22/2018, 02:20 PM